Setting up a scoreboard for your business (2:00)

• The importance of appraising your business the right way (3:55)
• Identifying your personal and business readiness assessments (6:05)
• Understanding your business attractiveness assessment (7:35)
• Establishing goals and priorities and understanding differences between risks and opportunities (14:30)
• Utilizing Master Planning and creating key measurements and metrics (18:50)

Setting up a personal finance scoreboard (23:38)

• Creating your personal balance sheet, committing to your goals, and assessing your financial readiness (25:38)
• Start by identify goals and priorities and recognizing differences between risks and opportunities (31:50)
• Breaking down the financial planning process and acknowledging when it’s time to get professional help (38:20)

The financial industry scoreboard (44:50)

• Describing what the industry wants from you and recognizing incomplete and unfinished planning (46:00)
• Tailoring financial planning to your personal situation and a better path to running your money business (53:12)